Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $203,374 | $110,039+84.8% | $97,260+109.1% | $145,884+39.4% |
| Participation rate | 50.0% | 75.9%-25.9pp | 72.7%-22.7pp | 80.3%-30.3pp |
| Annual return | 8.15% | 244.44%-236.3pp | 75.54%-67.4pp | 551.85%-543.7pp |
| Employer contribution / active EE | $779 | $3,074-74.6% | $2,721-71.4% | $4,662-83.3% |
| Participant deferral / active EE | $1,561 | $4,674-66.6% | $4,262-63.4% | $6,690-76.7% |
| Admin fee / account holder | $0 | $6,204-100.0% | $5,640-100.0% | $13,392-100.0% |